Comprehensive analysis supports our efforts to build portfolios made up of well-managed, forward-thinking companies.

We invest in companies that are rooted in authenticity and dedicated to making a positive difference in the world. Our portfolios invest in companies that are committed to:

Developing innovative solutions to global sustainability challenges
Promoting gender, ethnic, and lifestyle diversity
Supporting community-based financial institutions that promote small businesses, health care, education, and housing
Actively involved in shareholder advocacy and public policy engagement

Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.